Thinknum Alternative Data
Request Demo
Thinknum Login
Questions answered using Thinknum

Fundamental Investors

How many cars has Carmax sold this week compared to the same week last year?

How is foot traffic at Chipotle changing YoY?

What are the industrial companies that are growing and hiring the most?

Quantitative Analysts

How are the number of Twitter followers a leading indicator for company performance?

How are the number of LinkedIn employees a leading indicator for company performance?

Business Inteligence

Which private companies are getting their products picked up by major retailers?

Which private healthcare companies are hiring the most?

Which tech startups are getting the largest increase in mobile app downloads?

Join the investment community and start your week with market insights seen through the lens of alternative web data.

Whirlpool data signals growth plans in wake of US-China trade deal

1 month ago by Jon Marino in Earnings

Once upon a time, the Trump tariff trade looked great.....or so Whirlpool executives thought

The reality hasn't quite matched that. Now, Whirlpool ($NYSE:WHR) has a new CEO, who's got the sense to admit that A) the Trade War didn't help Whirlpool, and B) it was forced to pass price increases along to consumers. In other instances, that could spell the end of a popular consumer brand, but 2020 began with a different tone on trade with China, and the acceptance of a "Phase 1" tariff scale-down agreement was received well by investors.  

It was also received very well with Whirlpool. To start 2020, job postings soared more than 140% - a signal that Whirlpool is very much back in business now that the US-China tariff spat is headed toward its conclusion. 

But it's especially good news in the US. In other countries in which Whirlpool has operations, like India, Mexico and Brazil (not shown), job postings have yet to rebound off their recent lows, or at least, to make any meaningful move upwards. 

That's not so in the US: job postings rose nearly 55%, accounting for more than half of all global job postings from Whirlpool. And, now that the beginning of the trade war is within sight, expect that company execs will sound a bit different on next week's earnings call. 

“Tariffs continue to be a year-over-year cost increase,” Whirlpool CFO Jim Peters said on the company’s October earnings call.

Of course, how long the ‘new normal’ lasts, is anyone’s guess. Whirlpool is expected to announce results on Monday January 27, and analysts tracked by Zacks Investment Research expect EPS $4.30. 

About the Data:

Thinknum tracks companies using the information they post online - jobs, social and web traffic, product sales, and app ratings - and creates data sets that measure factors like hiring, revenue, and foot traffic. Data sets may not be fully comprehensive (they only account for what is available on the web), but they can be used to gauge performance factors like staffing and sales. 

Further Reading: 

Join the businesses who have begun to edge out competitors by scouring the web for alternative data.

Request demo
Ready for a personalized tour?

Jon Marino

Jon Marino is Thinknum's finance editor, covering the impacts of alternative data on public companies and investors. Prior to joining Thinknum, Jon worked in the ...

Request a demo

We would love to show you how Thinknum will benefit your investment process. To get started, fill out the form and we'll contact you shortly to schedule your demo.

Get Thinknum Media in your inbox

Start the day off with our Weekly Digest.